Who We Are

Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security. Our fee-only planners are committed to our client’s needs and priorities.

Meet Our Experts

Moline

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Abney Fortino

Tax Analyst

Moline

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Amy Tessmer, CPA

Chief Financial Officer

Certified Public Accountant

Moline

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Andrew Sivertsen, CFP®, EA, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Chicago

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Chicago

Andy Baxley, CFP®, CIMA®

Sr. Financial Planner

Certified Financial Planner™

Chicago
Moline

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Chicago
Moline

Anina De Tommaso, FPQP™

Financial Planning Specialist

Minneapolis
Moline

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Minneapolis
Moline

Caleb Arringdale, EA

Tax Advisor

Alaska
Fresno
Minneapolis
Moline
New Orleans

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Alaska
Fresno
Minneapolis
Moline
New Orleans

Christina Lee

Client Services Specialist

Chicago

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Chicago

Cicily Maton, CFP®, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Moline

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Eric Kies, CFP®

CEO/CCO/Sr. FP

Certified Financial Planner™

New Orleans

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New Orleans

H. Jude Boudreaux, CFP®

Sr. Financial Planner

Certified Financial Planner™

Fresno
Minneapolis

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Fresno
Minneapolis

JJ Sessions, CFP®

Sr. Financial Planner

Certified Financial Planner™

Alaska
Fresno
Minneapolis

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Alaska
Fresno
Minneapolis

Kelsi Vos, FPQP™

Financial Planning Specialist

Moline

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Latrenda Dixon

Sr. Accountant

Minneapolis
Moline
New Orleans

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Minneapolis
Moline
New Orleans

Laurel Filzen Etzel

Client Services Associate

Client Service Associate (Quad Cities)

Moline
New Orleans

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Moline
New Orleans

Lena Parrish, FPQP™

Financial Planning Specialist

Chicago
Moline

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Chicago
Moline

Marissa Feehan

Client Services Specialist

Moline

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Matt Knoll, CFP®

Sr. Financial Planner

Certified Financial Planner™

Moline

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Matt Mercer

Operations Manager

Moline

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Matthew Sivertsen, CFP®, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Alaska

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Michael Branham, CFP®

Sr. Financial Planner

Certified Financial Planner™

Chicago

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Chicago

Michelle Maton, CFP®, EA, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Alaska
Chicago
Fresno

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Alaska
Chicago
Fresno

Nancy Caldie

Client Services Associate

Minneapolis
Moline

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Minneapolis
Moline

Rob Baner, CPA

Tax Advisor

Certified Public Accountant

Chicago

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Chicago

Wm. Marty Martin, PsyD

Psychologist